Wealthcare Advisory Partners LLC Reduced Holdings in Q3 2025

Wealthcare Advisory Partners LLC

  • $4.56 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FTSD
Franklin ETF Tr Liberty Short

ETFs
-175K
- 97.2%
$90.45 - $91.11 $15.8M - $15.9M
5.05K $459K
USFR
Wisdomtree Floating Rate Treas

ETFs
-146K
- 32.78%
$50.23 - $50.48 $7.32M - $7.36M
299K $15M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-86.5K
- 52.35%
$67.01 - $72.84 $5.8M - $6.3M
78.7K $5.7M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-123K
- 44.38%
$41.26 - $43.63 $5.07M - $5.36M
154K $6.69M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-185K
- 27.35%
$28.92 - $32.19 $5.36M - $5.97M
492K $15.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-83.5K
- 32.39%
$52.12 - $55.33 $4.35M - $4.62M
174K $9.64M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-76.5K
- 19.31%
$62.09 - $66.51 $4.75M - $5.09M
320K $20.9M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-35K
- 39.59%
$99.12 - $99.52 $3.47M - $3.48M
53.4K $5.31M
DFAX
Dimensional ETF Tr
-89.8K
- 92.84%
$29.25 - $31.56 $2.63M - $2.83M
6.93K $217K
VHT
Vanguard Health Care ETF

ETFs
-8.94K
- 53.41%
$239.12 - $259.95 $2.14M - $2.32M
7.8K $2.02M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-21.3K
- 23.6%
$91.44 - $91.77 $1.94M - $1.95M
68.8K $6.31M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-31.7K
- 27.31%
$50.81 - $51.07 $1.61M - $1.62M
84.4K $4.31M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-12K
- 12.43%
$181.56 - $190.33 $2.17M - $2.28M
84.2K $16M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-44.6K
- 7.07%
$44.22 - $45.74 $1.97M - $2.04M
587K $26.7M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-35.7K
- 74.41%
$40.49 - $40.7 $1.45M - $1.45M
12.3K $499K
BIBL
Northern Lts Fd Tr Iv

ETFs
-30K
- 80.84%
$41.43 - $44.43 $1.24M - $1.33M
7.1K $315K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2.03K
- 41.52%
$435.72 - $463.74 $886K - $943K
2.86K $1.33M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-11.7K
- 16.29%
$81.55 - $85.33 $952K - $996K
60K $5.1M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-29.5K
- 24.31%
$26.46 - $28.43 $779K - $837K
91.7K $2.56M
TTD
Trade Desk, Inc.

Technology
-59
- 0.2%
$43.93 - $89.76 $2.59K - $5.3K
28.9K $1.41M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-11.4K
- 46.57%
$63.41 - $69.69 $720K - $791K
13K $891K
ISRG
Intuitive Surgical Inc

Healthcare
-341
- 6.71%
$433.66 - $544.47 $148K - $186K
4.74K $2.12M
SHAK
Shake Shack Inc.

Consumer Cyclical
-17
- 0.13%
$92.4 - $142.03 $1.57K - $2.41K
13.5K $1.26M
APO
Apollo Global Management, Inc.

Financial Services
-1.98K
- 5.48%
$131.55 - $156.05 $261K - $310K
34.2K $4.56M
BRO
Brown & Brown, Inc.

Financial Services
-903
- 3.42%
$90.88 - $108.93 $82.1K - $98.4K
25.5K $2.39M
DIS
Walt Disney CO

Communication Services
-2.22K
- 8.54%
$112.25 - $124.0 $249K - $275K
23.8K $2.72M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-9.69K
- 11.17%
$50.47 - $50.74 $489K - $492K
77.1K $3.91M
XLV
Select Sector Spdr Fund Health

ETFs
-3.93K
- 18.08%
$129.01 - $139.72 $507K - $549K
17.8K $2.48M
ADBE
Adobe Inc.

Technology
-484
- 8.21%
$333.65 - $392.1 $161K - $190K
5.41K $1.91M
PAYX
Paychex Inc

Industrials
-32
- 0.17%
$126.69 - $147.99 $4.05K - $4.74K
18.7K $2.37M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-7.28K
- 24.47%
$49.09 - $50.58 $357K - $368K
22.5K $1.13M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-6.98K
- 2.47%
$55.61 - $57.37 $388K - $401K
276K $15.7M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-12.6K
- 12.55%
$24.11 - $24.94 $305K - $315K
88.1K $2.2M
PGR
Progressive Corp

Financial Services
-31
- 0.22%
$238.61 - $264.3 $7.4K - $8.19K
14K $3.47M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.49K
- 8.62%
$82.38 - $83.0 $288K - $290K
37K $3.07M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.39K
- 8.84%
$48.5 - $50.19 $358K - $371K
76.2K $3.81M
CCL
Carnival Corp

Consumer Cyclical
-10.5K
- 29.96%
$28.37 - $32.49 $298K - $342K
24.6K $710K
ACN
Accenture PLC

Technology
-44
- 0.9%
$232.56 - $304.78 $10.2K - $13.4K
4.86K $1.2M
ONON
On Holding Ag

Consumer Cyclical
-645
- 2.71%
$42.35 - $54.36 $27.3K - $35.1K
23.2K $980K
CRWD
Crowd Strike Holdings, Inc.

Technology
-275
- 4.5%
$412.46 - $514.1 $113K - $141K
5.83K $2.86M
MCO
Moodys Corp

Financial Services
-120
- 1.73%
$472.69 - $521.32 $56.7K - $62.6K
6.8K $3.24M
OMFL
Invesco Exchange Traded Self I

ETFs
-5.42K
- 12.66%
$57.41 - $60.45 $311K - $328K
37.4K $2.25M
KO
Coca Cola CO

Consumer Defensive
-35
- 0.08%
$65.67 - $71.67 $2.3K - $2.51K
46.4K $3.08M
FTNT
Fortinet, Inc.

Technology
-352
- 4.31%
$74.39 - $107.65 $26.2K - $37.9K
7.81K $657K
CMCSA
Comcast Corp

Communication Services
-1.97K
- 5.92%
$31.41 - $36.33 $61.9K - $71.6K
31.3K $984K
CMF
Ishares California Muni Bond E

ETFs
-3.82K
- 16.83%
$55.16 - $57.13 $211K - $218K
18.9K $1.08M
DKNG
Draft Kings Inc.

Consumer Cyclical
-497
- 1.76%
$37.4 - $48.23 $18.6K - $24K
27.7K $1.04M
PVAL
Putnam ETF Tr Putnam Focused L
-6K
- 17.89%
$39.93 - $42.72 $240K - $256K
27.5K $1.18M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.93K
- 19.18%
$81.75 - $84.54 $158K - $163K
8.12K $682K
Activity Summary
Buys All Purchases 638 New Holdings 95 Increased Positions 543 Sells All Sells 320 Reductions 320 Sold out 0 Options Calls 0 Puts 0
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